Members without a Loan – Generational Analysis

A healthy lending program is critical to credit union operations and plays an important role in defining each credit union’s identity. Taking a generational approach to analyzing members without an active loan product will provide insight into your relationship with these members allowing you to pinpoint and execute targeted engagement strategies.

Additional information


During the analysis CU*Northwest will take a generational approach in reviewing and analyzing all members without an active loan product. Since they are not borrowing with you, how do they utilize the credit union? How does this relationship vary between generations? Understanding these trends in member tendencies will provide insight into appropriate marketing strategies per member segment. This analysis is designed to identify opportunities and provide you the information required to build an effective member outreach strategy.

What You will Receive

Once your analysis is complete, you will receive a personalized data briefing discussing our analytical findings, as well as an analysis summary report detailing our findings. Each generation will be analyzed separately, quantifying your current relationships with each group and providing insight into current product and service engagement, allowing you to build successful marketing strategies. After your project briefing, you may select up to 5 member groups in which you wish to target. Data files will be created for you for easy integration into your marketing or data warehousing strategies. (Interested in learning more about data warehousing strategies?  Ask us about our partnership with Xtend who can assist with campaign execution, through outbound marketing efforts such as emails, postcards, calls, and more!

Data Briefings can be a one-time engagement, or a scheduled recurring briefing at the frequency of your choosing.

How to Use this Analysis

This analysis includes the creation of up to 5 targeted data files of your choosing. The results of your analysis, in conjunction with your requested data files, should be used to build a targeted member outreach strategy which caters to the tendencies and opportunities identified within each demographic.


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